A complete list of active advisors currently associated with Harper Financial Planning

Warmer can help you find a great advisor at Harper Financial Planning or one who fits your needs even better.

Harper Financial Planning is a small, independent advisory firm that serves individual clients as well as employer plan sponsors and other business clients. The firm offers comprehensive financial planning, ongoing wealth management and project-based planning, and provides retirement plan consulting and plan‑level services to sponsors. Its investment approach emphasizes holistic planning and asset allocation informed by modern portfolio theory, employing both passive and active funds, mutual funds and ETFs to meet client objectives. The firm may engage third‑party managers and subscribes to model portfolios through an institutional marketplace, managing client accounts on a discretionary basis while allowing written client restrictions. What is distinctive about the firm is the combination of a solo, independent practice (roughly $35M in assets) with institutional portfolio management and pension/retirement plan consulting services—offerings that are relatively uncommon among peers. The principal holds CFP and other retirement-focused credentials, the advisor operates on a fee‑only basis, and the firm uses an institutional custody and model platform to support both individual and plan sponsor engagements.

To learn more about the advisors currently working at Harper Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.